Show Dynamics 365 CRM Views in Canvas App Using CDS

By | October 3, 2019

Introduction

In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps.

In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we have provision to see different views on different entity such as; on Account we can see different views as shown in below screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

To achieve the same in PowerApps, create a Canvas app with Common Data Service as Data Source and select the required entity as shown in below screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

Here, we have selected the Account entity.

1. After adding Data Source, add below controls on Canvas app screen as shown in screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

Here,

  • Account Views – Blank Screen
  • Account Grid – Data Table Control
  • Views – Dropdown Control

Add the Dropdown and Data Table controls as highlighted in below screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

2. Set Account entity as source entity for Account Grid (i.e. set items property of Account Grid). See below screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

3. Change the item property of Dropdown (i.e. Views) to show the available views of Account entity as shown in below screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

The ‘Accounts (View)’ is present in the account entity data source. It stores all account views name.

4. To filter the Account Grid, we need to again change the Items Property of Account Grid as shown in below screenshot:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

We used both choice and filter functions in our canvas app.

We are done with changes, now simply run the application and Account Grid will show data based on selected value of dropdown:

Views:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

Results:

Show Dynamics 365 CRM Views in Canvas Apps Using CDS

Conclusion

Thus, with the help of CDS connector you can easily display Dynamics 365 CRM ‘Views’ in Canvas app.

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